Investments: Regent Peak Wealth Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
359.202.298 $+9.068.296 $351.001.606 $+55.137.857 $296.831.580 $+296.831.580 $
BANK OF AMERICA CORP /DE/BAC199.396.792 $-642.151 $200.038.943 $+32.429.162 $167.609.781 $+167.609.781 $
APPFOLIO INCAPPF29.752.346 $+1.930.127 $27.822.219 $+3.062.072 $24.760.147 $+24.760.147 $
NVIDIA CORPNVDA16.115.106 $-319.932 $16.435.038 $+7.584.814 $8.850.224 $+8.850.224 $
Accenture plcACN15.092.412 $+1.668.741 $13.423.671 $-1.474.055 $14.897.726 $+14.897.726 $
MICROSOFT CORPMSFT12.988.353 $-911.845 $13.900.198 $+3.716.194 $10.184.004 $+10.184.004 $
ALPHA PRO TECH LTDAPT13.209.025 $+2.924.873 $10.284.152 $+3.896.391 $6.387.761 $+6.387.761 $
AMAZON COM INCAMZN10.992.169 $+675.177 $10.316.992 $+1.826.591 $8.490.401 $+8.490.401 $
SPIRE INCSR3.636.484 $-427.696 $4.064.180 $-2.997.335 $7.061.515 $+7.061.515 $
BERKSHIRE HATHAWAY INCBRK-B6.873.881 $+202.341 $6.671.540 $-370.974 $7.042.514 $+7.042.514 $
DELTA AIR LINES, INC.DAL2.590.980 $-1.413.697 $4.004.677 $+198.397 $3.806.280 $+3.806.280 $
iShares Bitcoin Trust ETFIBIT3.034.211 $+2.420.416 $613.795 $+613.795 $
ELI LILLY & CoLLY2.964.074 $+929.280 $2.034.794 $-167.211 $2.202.005 $+2.202.005 $
COCA COLA COKO2.442.557 $+115.307 $2.327.250 $-206.166 $2.533.416 $+2.533.416 $
JPMORGAN CHASE & COJPM2.368.530 $+40.642 $2.327.888 $+722.960 $1.604.928 $+1.604.928 $
ORACLE CORPORCL1.595.540 $-568.612 $2.164.152 $+959.404 $1.204.748 $+1.204.748 $
Walmart Inc.WMT2.020.743 $+167.219 $1.853.524 $+337.706 $1.515.818 $+1.515.818 $
SOUTHERN COSO1.374.168 $-569.034 $1.943.202 $+280.310 $1.662.892 $+1.662.892 $
PROCTER & GAMBLE CoPG1.400.308 $-171.161 $1.571.469 $-259.971 $1.831.440 $+1.831.440 $
NETFLIX INCNFLX1.173.688 $-381.311 $1.554.999 $+401.459 $1.153.540 $+1.153.540 $
MCDONALDS CORPMCD1.126.735 $+6.820 $1.119.915 $-312.176 $1.432.091 $+1.432.091 $
AbbVie Inc.ABBV1.401.474 $+51.885 $1.349.589 $+151.927 $1.197.662 $+1.197.662 $
GENERAL ELECTRIC COGE1.216.102 $+35.985 $1.180.117 $+416.345 $763.772 $+763.772 $
ADVANCED MICRO DEVICES INCAMD1.214.930 $+183.842 $1.031.088 $+444.751 $586.337 $+586.337 $
JOHNSON & JOHNSONJNJ1.212.879 $+125.070 $1.087.809 $+112.217 $975.592 $+975.592 $
Mastercard IncMA1.157.447 $+23.617 $1.133.830 $+172.092 $961.738 $+961.738 $
UNITEDHEALTH GROUP INCUNH506.873 $-25.414 $532.287 $-529.720 $1.062.007 $+1.062.007 $
GENERAL DYNAMICS CORPGD938.281 $+1.544 $936.737 $+127.712 $809.025 $+809.025 $
EXXON MOBIL CORPXOM929.236 $+256.613 $672.623 $-52.034 $724.657 $+724.657 $
CATERPILLAR INCCAT914.873 $+171.473 $743.400 $+232.540 $510.860 $+510.860 $
LINDE PLCLIN694.775 $-169.362 $864.137 $+13.470 $850.667 $+850.667 $
LOCKHEED MARTIN CORPLMT694.870 $-80.185 $775.055 $+68.625 $706.430 $+706.430 $
MICRON TECHNOLOGY INCMU728.366 $+308.895 $419.471 $+213.976 $205.495 $+205.495 $
Constellation Energy CorpCEG714.665 $+53.892 $660.773 $+250.254 $410.519 $+410.519 $
AMGEN INCAMGN551.535 $+12.800 $538.735 $-147.003 $685.738 $+685.738 $
CHEVRON CORPCVX638.340 $-14.189 $652.529 $-26.476 $679.005 $+679.005 $
PALATIN TECHNOLOGIES INCPTNT674.206 $+30.993 $643.213 $+287.467 $355.746 $+355.746 $
GOLDMAN SACHS GROUP INCGS646.065 $+71.100 $574.965 $+194.201 $380.764 $+380.764 $
AUTOZONE INCAZO505.334 $-138.202 $643.536 $+75.432 $568.104 $+568.104 $
Eaton Corp plcETN524.586 $-92.927 $617.513 $+189.109 $428.404 $+428.404 $
PEPSICO INCPEP456.693 $+6.290 $450.403 $-121.930 $572.333 $+572.333 $
NEXTERA ENERGY INCNEE572.280 $+16.368 $555.912 $+56.762 $499.150 $+499.150 $
LAM RESEARCH CORPLRCX563.867 $+144.894 $418.973 $+195.711 $223.262 $+223.262 $
STARBUCKS CORPSBUX350.491 $-73.702 $424.193 $-119.040 $543.233 $+543.233 $
FISERV INCFISV293.960 $-220.353 $514.313 $+514.313 $
RTX CorpRTX500.637 $+50.174 $450.463 $+67.992 $382.471 $+382.471 $
AMERICAN EXPRESS COAXP459.478 $+52.250 $407.228 $+84.906 $322.322 $+322.322 $
CITIGROUP INCC453.924 $+76.547 $377.377 $+377.377 $
Walt Disney CoDIS432.554 $+6.156 $426.398 $+144.906 $281.492 $+281.492 $
INTUITIVE SURGICAL INCISRG430.434 $+108.428 $322.006 $-22.207 $344.213 $+344.213 $
Monster Beverage CorpMNST429.659 $+79.176 $350.483 $+89.250 $261.233 $+261.233 $
INTEL CORPINTC406.195 $+98.038 $308.157 $+308.157 $
DEERE & CODE401.321 $+42.829 $358.492 $+5.541 $352.951 $+352.951 $
AT&T INC.T321.753 $-48.022 $369.775 $+16.699 $353.076 $+353.076 $
VERIZON COMMUNICATIONS INCVZ203.039 $-117.357 $320.396 $-42.439 $362.835 $+362.835 $
Booking Holdings Inc.BKNG353.452 $+56.492 $296.960 $+34.366 $262.594 $+262.594 $
MCKESSON CORPMCK350.264 $+20.389 $329.875 $+42.508 $287.367 $+287.367 $
BlackRock, Inc.BLK346.654 $+6.705 $339.949 $+61.302 $278.647 $+278.647 $
ISHARES GOLD TRUSTIAU340.833 $+340.833 $
SCHWAB CHARLES CORPSCHW322.909 $+29.052 $293.857 $+293.857 $
WELLTOWER INC.WELL310.154 $+4.288 $305.866 $+65.326 $240.540 $+240.540 $
MORGAN STANLEYMS306.949 $+41.963 $264.986 $+264.986 $
PAYCHEX INCPAYX208.318 $-31.385 $239.703 $-63.457 $303.160 $+303.160 $
ANALOG DEVICES INCADI295.066 $+37.327 $257.739 $+47.599 $210.140 $+210.140 $
PACCAR INCPCAR285.921 $+33.408 $252.513 $-10.663 $263.176 $+263.176 $
LOEWS CORPL285.495 $+13.137 $272.358 $+24.201 $248.157 $+248.157 $
CSX CORPCSX280.213 $+6.040 $274.173 $+42.912 $231.261 $+231.261 $
FEDEX CORPFDX280.194 $+52.166 $228.028 $-18.434 $246.462 $+246.462 $
KLA CORPKLAC279.468 $+32.469 $246.999 $+246.999 $
Infosys LtdINFY275.356 $+275.356 $
AppLovin CorpAPP272.897 $+272.897 $
COMCAST CORPCMCSA272.027 $+272.027 $
BOEING COBA203.007 $-61.816 $264.823 $+61.186 $203.637 $+203.637 $
SHERWIN WILLIAMS COSHW232.330 $-27.365 $259.695 $+37.959 $221.736 $+221.736 $
TARGET CORPTGT257.284 $+257.284 $
GARMIN LTDGRMN245.043 $-6.840 $251.883 $+51.038 $200.845 $+200.845 $
Palo Alto Networks IncPANW211.277 $-40.397 $251.674 $+251.674 $
STATE STREET CORPSTT246.022 $+31.752 $214.270 $+214.270 $
FORD MOTOR COF241.802 $+23.412 $218.390 $+42.193 $176.197 $+176.197 $
FREEPORT-MCMORAN INCFCX224.085 $+224.085 $
KEMPER CorpKMPR220.070 $+220.070 $
BOSTON SCIENTIFIC CORPBSX215.491 $+215.491 $
CUMMINS INCCMI208.264 $+208.264 $
STRYKER CORPSYK202.209 $-2.901 $205.110 $+205.110 $
COLGATE PALMOLIVE COCL203.239 $+203.239 $
SYNOPSYS INCSNPS201.797 $+201.797 $
CARNIVAL CORPCCL200.403 $+200.403 $
CONOCOPHILLIPSCOP200.378 $+200.378 $
Permian Resources CorpPR169.638 $-8.445 $178.083 $+178.083 $
359.202.298 $+9.068.296 $351.001.606 $+55.137.857 $296.831.580 $+296.831.580 $
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